Bundles
Streamlined combinations of your most essential systems for maximum impact and efficiency. Bundles deliver a strategic mix of services designed to give you broader results at a better value. Each bundle is crafted to meet businesses at different stages and provide cohesive, high-impact operational upgrades without needing a full transformation package.
Service Level: Foundation
SYSTEMS FOUNDATION BUNDLE
A starter systems bundle that lays the groundwork for organization, clarity, and daily operational flow. Perfect for solopreneurs or early-stage businesses needing structure before scaling.
What's Included:
-
Digital Organization & Systems Setup
-
Email & Calendar Workflow Optimization
-
Starter SOP & template collection
-
Basic onboarding/offboarding flow
-
Priority action recommendations
Service Level: Foundation | Growth
OPERATIONAL EFFICIENCY BUNDLE
A powerful combination of workflow optimization and task management system setup. Ideal for businesses ready to streamline execution, reduce repetitive tasks, and improve team alignment.
What's Included:
-
Task Management System (ClickUp Buildout)
-
Workflow Optimization & Process Consulting
-
Inbox & communication workflows
-
Task templates + project systems
-
Process documentation and handoff guidance
Service Level: Growth
CLIENT EXPERIENCE BUNDLE
A complete overhaul of your client journey from inquiry to offboarding. This bundle strengthens communication, improves delivery consistency, and enhances client satisfaction.
What's Included:
-
Client Experience System Setup (onboarding → delivery → offboarding)
-
Automated reminders + task routing
-
Custom client portal setup (optional)
-
Email + message templates
-
Client delivery workflows
Service Level: Growth | Scale
WORKFLOW & AUTOMATION BUNDLE
A high-efficiency bundle for businesses ready to modernize their operations with automated workflows, task routing, and streamlined team processes.
What's Included:
-
Workflow Optimization & Process Consulting
-
Automation & AI Integration Suite
-
Multi-step automations
-
Automated task routing + approvals
-
Document automation templates
Service Level: Scale
BUSINESS OPERATIONS BUNDLE
A comprehensive operations package for businesses that need full structural alignment — perfect for teams scaling quickly or managing multiple roles/departments.
What's Included:
-
Digital Organization Overhaul
-
Task Management System Buildout
-
Client Experience System Setup
-
Workflow Optimization
-
Team Onboarding & Training System
-
CAPEX Planning System